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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
2001
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$466K +$59.3K +270 +12%
BOM
2002
Bank of Marin
California
$465K -$1.1K -5 -0.2%
MA
2003
Modus Advisors
Minnesota
$465K +$547K +2,491 New
WG
2004
Watchman Group
Texas
$463K – – –
PV
2005
Private Vista
Illinois
$463K +$62.8K +286 +13%
AIA
2006
Allied Investment Advisors
Montana
$461K -$3.29K -15 -0.6%
GIM
2007
Groesbeck Investment Management
New Jersey
$459K -$449K -2,045 -45%
RCM
2008
Radnor Capital Management
Pennsylvania
$459K -$22K -100 -4%
IAP
2009
Indie Asset Partners
Indiana
$458K -$27.7K -126 -5%
BWM
2010
Buckley Wealth Management
Nevada
$458K +$52K +237 +11%
RTC
2011
Riverview Trust Company
Washington
$457K -$48.7K -222 -8%
HIM
2012
Hillsdale Investment Management
Ontario, Canada
$457K +$425K +1,935 +379%
HI
2013
Hudock Inc
Pennsylvania
$456K +$70.7K +322 +15%
CA
2014
Claro Advisors
Massachusetts
$455K -$78.2K -356 -13%
FMTC
2015
Farmers & Merchants Trust Company
California
$455K +$79.2K +361 +17%
SIA
2016
Starfire Investment Advisers
Michigan
$454K – – –
M
2017
MOTCO
Texas
$453K -$51.1K -233 -9%
RZH
2018
Relyea Zuckerberg Hanson
Connecticut
$453K +$7.03K +32 +1%
AAP
2019
Arax Advisory Partners
Colorado
$453K +$25K +114 +5%
22CM
2020
20/20 Capital Management
California
$453K +$25.2K +115 +6%
MCM
2021
Mainstay Capital Management
Michigan
$452K -$25K -114 -4%
BOPW
2022
Brandywine Oak Private Wealth
Pennsylvania
$450K -$22.8K -104 -4%
CAM
2023
Claret Asset Management
Quebec, Canada
$449K -$50.9K -232 -9%
KWA
2024
KCS Wealth Advisory
California
$449K -$47K -214 -8%
APW
2025
Acima Private Wealth
Virginia
$448K -$32.9K -150 -6%
79 80
81
82 83